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Taxes

Taxes

  • Getting Something for Nothing – Taking Profits with No Tax
    Getting Something for Nothing – Taking Profits with No Tax
    By Jennifer L. Climo, CPA, CFP®, MSFPPublished On: November 27, 2024Categories: Retirement, Taxes, Working Professionals
  • Legacy Planning: Introduction to the Gift Tax and Generation-Skipping Tax
    Legacy Planning: Introduction to the Gift Tax and Generation-Skipping Tax
    By Jennifer L. Climo, CPA, CFP®, MSFPPublished On: October 11, 2024Categories: Taxes
  • An Overview of Common Tax Planning Strategies
    An Overview of Common Tax Planning Strategies
    By Evan MarquisPublished On: September 26, 2024Categories: Charity, Investments, Taxes, Working Professionals
  • My Property Taxes Are What!? – Understanding New Hampshire’s Property Tax
    My Property Taxes Are What!? – Understanding New Hampshire’s Property Tax
    By Cameron BarkerPublished On: September 19, 2024Categories: Taxes
  • What are Donor Advised Funds and How do They Work?
    What are Donor Advised Funds and How do They Work?
    By Jennifer L. Climo, CPA, CFP®, MSFPPublished On: September 6, 2024Categories: Families, Retirement, Taxes, Working Professionals
  • Tax Saving Tips for Working Professionals: How to Build Your Own Tax Plan
    Tax Saving Tips for Working Professionals: How to Build Your Own Tax Plan
    By Kyle Labelle, CFP®Published On: August 26, 2024Categories: Taxes, Video, Working Professionals
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Bedford, NH 03110

7B Emery Lane
Stratham, NH 03885 

319 Littleton Rd., Suite 307
Westford, MA 01886

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Peterborough, NH 03458

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  • Home
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  • Who We Serve
    • Retirement Planning
    • Investment Management
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    • Estate Planning
    • Insurance Consulting
    • Charitable Giving
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  • About
    • Our Approach
    • Fee-Only
    • Your Team
    • Community
    • LGBTQ+ Friendly
  • Resources
    • Financial Planning (Right Capital)
    • Statements & Tax Documents (Fidelity)
    • Quarterly Reports (Orion)
    • Download Documents (Orion)
    • Upload Files
    • Crunching Numbers
    • Form ADV 2A Disclosure
    • Form CRS
  • Insights
    • Blog
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    • Events
    • FAQs
  • Careers
  • Contact Us
Locations

3 Executive Park Drive, Suite 200
Bedford, NH 03110

7B Emery Lane
Stratham, NH 03885

319 Littleton Rd., Suite 307
Westford, MA 01886

20 Depot Street, Suite 310-12
Peterborough, NH 03458

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